NAS
OKLO

Nicolet Advisory Services’s Oklo OKLO Stock Holding History

Nicolet Advisory Services’s Portfolio OKLO Stock Details OKLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$259K Buy
2,524
+272
+12% +$30.3K 0.02% 354
2025
Q3 		$302K Buy
+2,252
New +$176K 0.02% 315

Other funds holding OKLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nicolet Advisory Services's OKLO Position: Q4 2025 in Review

Nicolet Advisory Services increased its Oklo (OKLO) stake by 12% in Q4 2025, buying an estimated $30.3K and bringing the position to 2,524 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #354.

Nicolet Advisory Services first reported a position in OKLO in Q3 2025 and has held it in 2 quarters since. The position peaked at $302K in Q3 2025. 682 funds tracked by Wall St. Rank hold OKLO as of Q4 2025.

  • Nicolet Advisory Services held 2,524 shares of Oklo worth $259K as of Q4 2025.
  • Nicolet Advisory Services bought 272 Oklo shares in Q4 2025, an estimated $30.3K.
  • Oklo made up 0.02% of Nicolet Advisory Services's portfolio in Q4 2025, its #354 holding.
  • Nicolet Advisory Services first reported a position in Oklo in Q3 2025 and has held it in 2 quarters since.
  • Nicolet Advisory Services's Oklo position peaked at $302K in Q3 2025.
  • 682 funds tracked by Wall St. Rank held Oklo as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.